Complying with Rights to Erasure

This financial news is brought to you by the Alfred Johnson blog. The European Union, as well as other governing authorities, have laws that are designed to protect an individual’s personally identifiable information (PII). In Shelby Financials’ database, vendor, customer, volunteer, and employee records all contain personally identifiable information and in certain cases should be […]

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Using Relationships in Financials’ Accounts Receivable

This financial news is brought to you by the Alfred Johnson blog. Overview:  Relationships has been added to Shelby Financials (in Release 9.0).  This utility allows users to group family members together along with additional responsible people.  It is most useful when creating invoices for daycare or school students, as customers, but sending AR statements […]

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Using the Ad Hoc Report

This financial news is brought to you via the Alfred Johnson blog. The steps below will provide all the information you need to get started using this new Shelby Financials reporting tool.  However, you also might like to review 3 lessons that will help you get the hang of it.  See Lesson links below. Start the Utility […]

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